Kingdom Financial Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Kingdom Financial Group’s Portfolio TLT Stock Details TLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$240K	Buy	2,766 +144	+5%	+$12.7K	0.07%	137
2025 Q4	$229K	Buy	+2,622	New	+$234K	0.07%	138
2025 Q2	–	Sell	-2,303	Closed	-$210K	–	69
2025 Q1	$210K	Sell	2,303 -346	-13%	-$30.8K	0.15%	45
2024 Q4	$231K	Sell	2,649 -394	-13%	-$36.3K	0.16%	47
2024 Q3	$299K	Sell	3,043 -250	-8%	-$24.1K	0.22%	38
2024 Q2	$302K	Buy	3,293 +152	+5%	+$13.8K	0.2%	40
2024 Q1	$297K	Buy	+3,141	New	+$297K	0.21%	45
2023 Q4	–	Sell	-3,344	Closed	-$297K	–	84
2023 Q3	$297K	Buy	3,344 +57	+2%	+$5.48K	0.28%	57
2023 Q2	$338K	Buy	+3,287	New	+$341K	0.33%	49

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kingdom Financial Group's TLT Position: Q1 2026 in Review

Kingdom Financial Group increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 5.5% in Q1 2026, buying an estimated $12.7K and bringing the position to 2,766 shares worth $240K. The position accounts for 0.07% of the portfolio, ranked #137.

Kingdom Financial Group first reported a position in TLT in Q2 2023 and has held it in 9 quarters since. The position peaked at $338K in Q2 2023. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Kingdom Financial Group held 2,766 shares of iShares 20+ Year Treasury Bond ETF worth $240K as of Q1 2026.
Kingdom Financial Group bought 144 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $12.7K.
iShares 20+ Year Treasury Bond ETF made up 0.07% of Kingdom Financial Group's portfolio in Q1 2026, its #137 holding.
Kingdom Financial Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2023 and has held it in 9 quarters since.
Kingdom Financial Group's iShares 20+ Year Treasury Bond ETF position peaked at $338K in Q2 2023.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.